The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
WCM International Small Cap Growth Instl WCMSX
- NAV / 1-Day Return 19.43 / +0.10 %
- Total Assets 291.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.250%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Foreign Small/Mid Growth
- Investment Style Mid Growth
- Min. Initial Investment 100,000
- Status Limited
- TTM Yield —
- Turnover 81%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0
Morningstar’s Analysis WCMSX
Will WCMSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 20.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Scout24 SE | 2.35 | 7.3 Mil | Real Estate |
D'Ieteren Group | 2.18 | 6.8 Mil | Consumer Cyclical |
Globant SA | 2.14 | 6.7 Mil | Technology |
M&A Research Institute Holdings Inc | 2.10 | 6.6 Mil | Financial Services |
Celestica Inc Shs Sub-Voting | 2.07 | 6.5 Mil | Technology |
Wise PLC Class A | 2.01 | 6.3 Mil | Technology |
Baltic Classifieds Group PLC | 2.01 | 6.3 Mil | Communication Services |
Kongsberg Gruppen ASA | 1.99 | 6.2 Mil | Industrials |
Saab AB Class B | 1.87 | 5.8 Mil | Industrials |
Shift Inc | 1.87 | 5.8 Mil | Technology |